Our investment management services are structured to assist you in attaining your most important financial objectives. We do this by managing the uncertainties of the financial markets with a disciplined investment process that combines global diversification, extensive research and active management. We provide investment management services to individuals and families whether acting as your Agent or Trustee for the following accounts:
- Investment Management Agency Accounts
- Rollover IRAs
- Roth IRAs
- Revocable and Irrevocable Trusts
- Charitable Trusts
- Trust Personal Investment Account
We work with you to create a seamless transition from your current investments to our proven program.
Not FDIC Insured
Not A Deposit
No Bank Guaranty
May Lose Value
We earn the trust of our clients by combining our unique investment approach with true Vermont values of listening, learning and taking action. Find out more.
Use your Debit Card to pay for groceries, gas, movie tickets and more. And Rewards Checking customers earn cash back on all Debit Card purchases. Learn more.
Businesses across Vermont choose to work with us for many reasons. We’re sharing 52 of those reasons throughout the year. Click here and see how many we have so far.